WTW vs. BRO
Compare and contrast key facts about Willis Towers Watson Public Limited Company (WTW) and Brown & Brown, Inc. (BRO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WTW or BRO.
Key characteristics
| WTW | BRO | |
|---|---|---|
| YTD Return | 32.86% | 59.04% |
| 1Y Return | 32.05% | 53.82% |
| 3Y Return (Ann) | 12.83% | 21.23% |
| 5Y Return (Ann) | 12.43% | 25.27% |
| Sharpe Ratio | 1.97 | 2.95 |
| Sortino Ratio | 2.96 | 3.89 |
| Omega Ratio | 1.38 | 1.53 |
| Calmar Ratio | 3.47 | 6.62 |
| Martin Ratio | 8.46 | 18.81 |
| Ulcer Index | 4.00% | 2.94% |
| Daily Std Dev | 17.22% | 18.69% |
| Max Drawdown | -32.95% | -54.08% |
| Current Drawdown | 0.00% | -0.01% |
Fundamentals
| WTW | BRO | |
|---|---|---|
| Market Cap | $31.97B | $32.15B |
| EPS | -$7.21 | $3.67 |
| PEG Ratio | 1.21 | 4.41 |
| Total Revenue (TTM) | $9.34B | $4.65B |
| Gross Profit (TTM) | $7.29B | $3.72B |
| EBITDA (TTM) | -$285.00M | $1.52B |
Correlation
The correlation between WTW and BRO is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WTW vs. BRO - Performance Comparison
In the year-to-date period, WTW achieves a 32.86% return, which is significantly lower than BRO's 59.04% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
WTW vs. BRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Willis Towers Watson Public Limited Company (WTW) and Brown & Brown, Inc. (BRO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
WTW vs. BRO - Dividend Comparison
WTW's dividend yield for the trailing twelve months is around 1.10%, more than BRO's 0.48% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTW Willis Towers Watson Public Limited Company | 1.10% | 1.39% | 1.34% | 1.27% | 1.31% | 1.29% | 1.58% | 1.41% | 1.57% | 0.00% | 0.00% | 0.00% |
BRO Brown & Brown, Inc. | 0.48% | 0.67% | 0.74% | 0.54% | 0.73% | 0.82% | 1.11% | 1.08% | 1.12% | 1.41% | 1.25% | 1.18% |
Drawdowns
WTW vs. BRO - Drawdown Comparison
The maximum WTW drawdown since its inception was -32.95%, smaller than the maximum BRO drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for WTW and BRO. For additional features, visit the drawdowns tool.
Volatility
WTW vs. BRO - Volatility Comparison
The current volatility for Willis Towers Watson Public Limited Company (WTW) is 4.77%, while Brown & Brown, Inc. (BRO) has a volatility of 5.23%. This indicates that WTW experiences smaller price fluctuations and is considered to be less risky than BRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
WTW vs. BRO - Financials Comparison
This section allows you to compare key financial metrics between Willis Towers Watson Public Limited Company and Brown & Brown, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities